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Topics. Institutional Identifiers
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1. 1 Institutional Identifiersand the Journal Supply Chain Efficiency Improvement PilotHelen HendersonRinggold Ltd UKSG Conference Briefing Session
Warwick, April 2007
2. Topics Institutional Identifiers – quick overview
How Identifiers are used in the supply chain
Complexity of journal supply chain
Journal Supply Chain Pilot
Future activities
3. Institutional Identifiers Location definitions
Delivery Codes
Inter-lending Codes
e.g. SAN, MARC Organization Codes, GLN, ISIL
Financial/business information
D-U-N-S numbers
Company numbers
Tax identifiers
4. How are they used? Licensing
Marketing
Customer analysis
Authorization
Authentication
Optimising support of the journal supply chain
5. Licensing Big deals
Consortia
Opt-in and Opt-out
Global companies
Aggregators
Overlap analysis
Changes in groupings
M&A, NHS
6. Marketing & Customer Support Market penetration
Gap analysis
Renewals
Institution overview (authors, editors, referees, customers)
7. Customer analysis Group customers
Internationally
By sector
By location
Compare to universe
Sectors
Country markets
8. Authorization & Authentication Who is the institution
What rights do they have
Who can exercise these rights
How can they be activated
IP, Athens, Shibboleth, User ID/Password, Certificates
Institutional Registry
9. 9 Journal Supply Chain - Today Publisher
10. Journal Supply Chain - complexity Electronic era has changed workflows
Publishers have more direct contact with customers
Increase in large bulk negotiations
Mixed institutions (commercial, academic)
Overlapping & enlarged consortia
New authentication mechanisms
12. Journal Supply Chain Efficiency Pilot (JSCEI) Current Participants
British Library
HighWire Press
HighWire Publishers
Ringgold
Swets
UK Libraries
9 work packages
13. Scope UK subscriber information
Ringgold’s Identify database
Mapping transactions between participants
Evaluating effort needed to standardize transactions
Evaluating benefits
14. How Ringgold is involved Institutional Database
67,000 institutions worldwide
All sectors (academic, corporate, government, NfP)
35+ publishers using database and identifiers
15. 15 Institutional Relationships CDC Subscriptions
16. 16
17. 17
18. JSCEI Current Status 6 work packages completed
Interim Report produced
Continuing along chain, now working with publishers and hosting services
Investigating expanding pilot outside UK and existing participants
19. Main outstanding issues Granularity
Message formats
Systems support
Business model
Governance & standards
20. Granularity Different levels of information and granularity needed for different transactions:
Library > Agent
Agent > Publisher
Publisher > Hosting Service
Agent > Hosting Service
21. Message Formats Need standardization
ICEDIS
XML
Identifiers
22. Systems Support ILS
ERM
Agents
Fulfilment
Authentication
Authorization
23. Business Model Must be sustainable
Someone must pay
Gaining most benefits and value
24. Governance & Standards Ensure continuity
Metadata definitions
Linking allowed: Communication formats
Institutional hierarchic data maintained
Standards are “Public” and “Open”
25. 25 Journal Supply Chain - Fixed Publisher Black arrows represent coherence within the supply chain. Using institutional identifiers, the associated data transfer between parties is consistent and coherent. The identity is always precise while the transaction activity relates to the individual processes.
Other lines represent other transaction activity
Goal consistent: publisher to delivery content to the individual, whether that person is part of a library, business organization, or working independently, and no matter if the content is “free”
Black arrows represent coherence within the supply chain. Using institutional identifiers, the associated data transfer between parties is consistent and coherent. The identity is always precise while the transaction activity relates to the individual processes.
Other lines represent other transaction activity
Goal consistent: publisher to delivery content to the individual, whether that person is part of a library, business organization, or working independently, and no matter if the content is “free”
26. Next Steps Ringgold look-up service for Identifiers
Expand to other geographic areas and participants
Evaluate business models
Industry standards
27. Questions & Discussion helen@ringgold.com